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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,376 | $168,635-50.6% | $147,617-43.5% | $125,389-33.5% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -4.30% | 77.65%-81.9pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,156 | $6,252-81.5% | $5,564-79.2% | $4,866-76.3% |
| Participant deferral / active EE | $4,000 | $5,507-27.4% | $4,895-18.3% | $5,352-25.3% |
| Admin fee / account holder | $409 | $13,580-97.0% | $11,612-96.5% | $9,541-95.7% |